7 days old

Retirement Specialist

Jefferson Health
Philadelphia, Pennsylvania 19107
  • Job Code
  • Job Type
  • Job Status
    Full Time
  • Shift
    1st Shift

 The Retirement Specialist is responsible for accurate retirement plan administration and compliance reporting and communication to employees and retirees to facilitate transactions and ensure understanding of plans and processes. This includes a senior advisory/administrative role in the integration of plans of affiliates. Maintains a thorough knowledge of the content and administration of retirement plans and knowledge of ERISA and IRS regulations as they relate to administration and reporting requirements.Confers with Manager, Retirement Plans and Counsel as needed on appropriate actions in response to changing regulations related to Retirement Plan Administration.Responsible for accurate and precise reconcilement of biweekly retirement plan contributions from Payroll to third party defined contribution recordkeeper and submitting funding request to Finance.Safeguards data integrity through close interaction with recordkeeper and HR Operations, as needed.Coordinates with 3rd party vendors, Jefferson Finance and Internal Audit and files with DOL the annual Form 5500 including: Schedule A (insurance information), Schedule B (actuarial information), and Schedule SSA (identification of separated employees with deferred vested benefits).Completes PBGC Premium Payment forms and insures the premiums are remitted in a timely fashion.Works with defined contribution and defined benefit third party administrators to provide problem resolution regarding employee issues consistent with customer service standards.Works closely with actuaries and investment carriers to facilitate plan administration.Conducts group new employee orientation briefings and individual briefings upon request.Provides presentations to departments/groups upon request.  Coordinates joint presentations with recordkeeper as needed.Incumbent treats all employees, physicians, co-workers, visitors and patients with sensitivity, dignity, and respect.Provides service to our clients that are of the highest quality with particular emphasis on timeliness, courtesy, and meeting anticipated needs.  Performs other duties as required.


  • Bachelor’s degree in Human Resources or related field required.
  • Certification in CEBS or similar discipline is highly desirable.

  • Minimum 5 years of experience in working with defined contribution retirement and defined benefit pension plans including 403(b) plans.  Experience in working closely with retirement plan vendors, auditors, actuaries, and other external contacts.  Experience in customer service activities as related to defined benefit and defined contribution plans.  Excel experience required.  Peoplesoft experience highly preferred.


Posted: 2018-10-09 Expires: 2018-11-08

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Retirement Specialist

Jefferson Health
Philadelphia, Pennsylvania 19107

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast